Corporate records health check.
Ten honest questions about how you actually manage your corporate records today. You get an instant score and a written breakdown of where you’d hold up under diligence, and where you wouldn’t.
- Takes about 2 minutes
- Covers minute book, share register, certificates, annual filings, and access discipline
- Score appears immediately: no email required
- Optional emailed PDF with the full diagnosis and next steps
We’ll send a written report with each question, your answer, what it means, and the specific fix: useful for sharing with your co-founder, board, or counsel.
The five areas where corporate records quietly break.
Companies don’t usually fail diligence on one big problem. They fail on the accumulated weight of small inconsistencies. The health check looks for the patterns we see repeatedly when records go bad.
Are board resolutions, shareholder consents, and director changes recorded promptly, or are there gaps spanning months or years?
Does your register match the cap-table model, certificate sequence, and tax basis, or are there silent discrepancies?
Sequential numbering, cancellation records, and verifiability, or a folder of PDFs that may or may not match the register?
Are annual returns and statutory filings current across all jurisdictions, or are there overdue filings quietly accumulating?
Can you produce a clean audit log of who viewed, modified, or signed each record, or is it “ask the office manager”?
What “good records” actually means.
Definitions of each record the diagnostic asks about, plus the jurisdictional guides that govern them.
Corporate records, kept as one record.
Octelligence keeps the minute book, registers, resolutions and share certificates in one structured corporate record, with a complete activity log of every change.